BOS Asset Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

BOS Asset Management’s Portfolio IVW Stock Details IVW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$647K	Hold	4,548	–	–	0.15%	101
2026 Q2	$625K	Hold	4,548	–	–	0.15%	106
2026 Q1	$514K	Hold	4,548	–	–	0.13%	122
2025 Q4	$561K	Sell	4,548 -205	-4%	-$25.1K	0.15%	106
2025 Q3	$574K	Hold	4,753	–	–	0.16%	102
2025 Q2	$523K	Hold	4,753	–	–	0.17%	99
2025 Q1	$441K	Hold	4,753	–	–	0.15%	100
2024 Q4	$483K	Buy	4,753 +918	+24%	+$91.6K	0.17%	87
2024 Q3	$367K	Hold	3,835	–	–	0.14%	105
2024 Q2	$355K	Sell	3,835 -395	-9%	-$34.1K	0.16%	96
2024 Q1	$357K	Sell	4,230 -1,939	-31%	-$156K	0.19%	84
2023 Q4	$463K	Buy	6,169 +1,068	+21%	+$76K	0.32%	74
2023 Q3	$349K	Buy	5,101 +1,525	+43%	+$108K	0.26%	89
2023 Q2	$252K	Hold	3,576	–	–	0.2%	106
2023 Q1	$228K	Hold	3,576	–	–	0.19%	112
2022 Q4	$209K	Buy	+3,576	New	+$215K	0.19%	116

Other funds holding IVW

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

BOS Asset Management's IVW Position: Q3 2026 in Review

BOS Asset Management held its iShares S&P 500 Growth ETF (IVW) position steady in Q3 2026 at 4,548 shares worth $647K. The position accounts for 0.15% of the portfolio, ranked #101.

BOS Asset Management first reported a position in IVW in Q4 2022 and has held it in 16 quarters since. 1,957 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

BOS Asset Management held 4,548 shares of iShares S&P 500 Growth ETF worth $647K as of Q3 2026.
BOS Asset Management left its iShares S&P 500 Growth ETF share count unchanged in Q3 2026.
iShares S&P 500 Growth ETF made up 0.15% of BOS Asset Management's portfolio in Q3 2026, its #101 holding.
BOS Asset Management first reported a position in iShares S&P 500 Growth ETF in Q4 2022 and has held it in 16 quarters since.
1,957 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on BOS Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.